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Stepan Co

202 hedge funds and large institutions have $1.76B invested in Stepan Co in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
71
Reduced
75
Closed
20
Calls
$2.48M
Puts
$665K
Net Calls
+$1.81M
Net Calls Change
+$851K
Name Holding Trade Value Shares
Change
Shares
Change %
TFP
176
Tilia Fiduciary Partners
North Carolina
$5K
PHK
177
Point72 Hong Kong
Hong Kong
$3K -$89.9K -779 -97%
KFP
178
KB Financial Partners
New Jersey
$3K -$1.8K -18 -38%
Bessemer Group
179
Bessemer Group
New Jersey
$3K
SWM
180
Sugarloaf Wealth Management
Georgia
$3K
C
181
Covestor
United Kingdom
$3K +$1.94K +20 +182%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$2.87K -$341 -3,325 -11%
PCG
183
Private Capital Group
Connecticut
$2K -$100 -1 -5%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$2K
S
185
Surevest
California
$2K
SC
186
Schubert & Co
Texas
$2K +$1.5K +12 +300%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +19 New
BTI
188
Blue Trust Inc
Georgia
$2K +$2K +23 New
ZB
189
Zions Bancorporation
Utah
$1K -$357 -5 -26%
MCM
190
Manchester Capital Management
Vermont
$1K -$143 -1 -13%
GRP
191
Global Retirement Partners
California
$1K
STCOSD
192
Sageworth Trust Company of South Dakota
South Dakota
$1K
ACM
193
AUA Capital Management
Pennsylvania
$1K +$286 +2 +40%
DI
194
Disciplined Investments
Oklahoma
$1K +$333 +2 +50%
JWA
195
JFS Wealth Advisors
Pennsylvania
$1K +$286 +4 +40%
BIA
196
Bell Investment Advisors
California
$1K +$1K +5 New
AW
197
Avion Wealth
Texas
$1K +$1K +5 New
VWM
198
Valley Wealth Managers
New Jersey
$1K +$1K +8 New
SFG
199
Steward Financial Group
Texas
$1K +$1K +11 New
LC
200
Lindbrook Capital
California
$1K +$1K +13 New